Nancy Sanchez signed Larson-JUHL US LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Larson-JUHL US LLC's EIN is 58-2398627.
Download the official 2024 Form 5500 (PDF) for Larson-JUHL US LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Larson-JUHL US LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY | 58-1989031 | — | ADVISOR | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $5.7M | 15.2% | |
| Vanguard | Mutual Funds | — | — | $5.5M | 14.8% | |
| Vanguard | Mutual Funds | — | — | $3.9M | 10.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.1M | 8.4% | |
| Vanguard | Mutual Funds | — | — | $2.8M | 7.4% | |
| Vanguard | Mutual Funds | — | — | $2.0M | 5.4% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 5.1% | |
| Morgan Stanley | Other securities | — | — | $1.5M | 3.9% | |
| Putnam Investments | Mutual Funds | — | — | $1.4M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 3.4% | |
| Fidelity | Mutual Funds | — | — | $915K | 2.5% | |
| Vanguard | Mutual Funds | — | — | $835K | 2.2% | |
| Vanguard | Mutual Funds | — | — | $781K | 2.1% | |
| Vanguard | Mutual Funds | — | — | $772K | 2.1% | |
| Goldman Sachs | Other securities | — | — | $685K | 1.8% | |
| John Hancock | Other securities | — | — | $622K | 1.7% | |
| Participant loans | Participant loans | — | — | $547K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $506K | 1.4% | |
| ClearBridge | Other securities | — | — | $485K | 1.3% | |
| Allspring Global | Other securities | — | — | $421K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $372K | 1.0% | |
| Vanguard | Mutual Funds | — | — | $363K | 1.0% | |
| Federated Hermes | Other securities | — | — | $317K | 0.9% | |
| American Beacon | Other securities | — | — | $254K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $232K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $199K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
